Leonard Rickey Investment Advisors P.L.L.C. Dimensional ETF Tr Emerging Mk Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $434 Million
- Q4 2024
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 197,443 shares of DFEM stock, worth $5.19 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
197,443
Previous 136,114
45.06%
Holding current value
$5.19 Million
Previous $3.83 Million
34.98%
% of portfolio
1.19%
Previous 0.88%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
352Shares Held
133MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$409 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$104 Million1.18% of portfolio